2023 Form 5500 filing — Johnson & Jordan, Inc. Employee Stock Ownership 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250708122424NAL0004652337001) for Johnson & Jordan, Inc. Employee Stock Ownership 401(K) Plan, reported by Johnson & Jordan, Inc. under EIN 01-0466450 and plan number 003. It reports 413 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250708122424NAL0004652337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Johnson & Jordan, Inc.
- EIN
- 01-0466450
- Plan number
- 003
- Location
- Scarborough, ME
- Participants
- 413
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $63,076,638
- Total liabilities (EOY)
- $143,583
- Net assets (EOY)
- $62,933,055
- Employer contributions
- $588,217
- Participant contributions
- $1,740,545
- Total income / additions
- $22,641,002
- Benefits paid
- $1,220,673
- Administrative expenses
- $91,772
- Total expenses
- $1,317,077
- Net increase / (decrease)
- $21,323,925
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameriprise Financial Services LLC | INVESTMENT ADVISOR | $41,892 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $27,756 | $0 |
| Osaic Institutions Inc | INVESTMENT ADVISOR | $12,211 | not reported in the loaded dataset |
| Transition Finance Strategies | CONTRACT ADMIN | $10,265 | not reported in the loaded dataset |